Senior Accountant (JHB)

The role

A position for a Senior Accountant exists in Santam Structured Insurance (Pty) Ltd – Risk Finance Division), based at our Alice Lane (Johannesburg) office.

What will make you successful in this role?

Managing own area of control
•    Electronic filing system is in place and maintained
•    Timely Responses to email and telephonic messages.
•    Ensure that accurate record is kept of all new matters received in the department.
•    Maintaining professional behaviour and work ethic at all times
•    Display personal accountability for own actions, quality of work and personal development
•    Ensure that all internal end external deadlines are met.  
•    Ensure that you maintain technical skills and keep up to date with latest legislation through internal and external training 
•    Ensure that all relevant SOP’s and delegation of authority are adhered to all times
•    Be punctual at all times
•    Exhibit SSI Core Values at all times
•    Keeping to prescribed hours/ timekeeping 
•    Team player and adhere to the backup arrangement as required by department to ensure cohesion
Accounting
•    Prepare/oversee the divisional trial balance
•    Prepare monthly technical accounts for the division 
•    Prepare monthly general ledger reconciliations
•    Oversee commission calculations & statements
•    Maintain data integrity on RAIN and Risk Manager
•    Prepare the IFRS17 data and accounts
Policy Management
•    Oversee and authorize & issue policy documents (Renewals, endorsements, claims, cancellations, referrer agreements)
•    Complete and accurate record keeping of client files (electronic copy)  
•    Oversee and responses to client queries and information requests
•    Prepare end sending of monthly invoices
Loan Management
•    Prepare and oversee, loan documents.
•    Complete and accurate record keeping of client files (electronic & hard copy)  
•    Prepare and send monthly client loan statements 
General administration  
•    Assist portfolio managers with general policy administration tasks (renewals, endorsements claims cancellations etc.)  
•    Ensure all filing (electronic & hardcopy) is done accurately & timeously
TCF/Customer Service & Retention
•    Keep to customer service standards including turnaround times.
•    Fully buy-in to the TCF principles and attend TCF training
•    Familiarise themself with the content of TCF guidelines and implement the required processes and procedures within their own area of control.
•    Identify failings in control systems and correct if within own area of control or escalate.
•    Detect poor performance, lack of skills or misconduct and correct if within own area of control or escalate.
•    Track own success and that of the Company’s TCF delivery, or risks to TCF delivery.
•    Use learnings from complaints analysis to effect meaningful improvements for customers and the business. 
•    Potential complainants must not face unreasonable barriers to making a complaint.  
 

Qualification and Experience

•    CA (SA) is preferred
•    B.Com Honours (accounting) is essential
•    1-2 years relevant work experience post qualification
•    Proficiency using Microsoft Suite (word, excel, outlook)
•    Email and Telephone Etiquette

Skills

•    Ability to function independently and under pressure 
•    Deadline driven 
•    High attention to detail 
•    Logical and Analytical Thinking
•    Computer literate
•    Data processing skills
•    Numerical skills
•    Conflict resolution 
•    Excellent interpersonal and communication skills with the ability to interact effectively with all levels of stake holders and maintain confidentiality  
•    Assertiveness 
•    Proactive/ ability to use own Initiative/ Innovative 
•    Flexibility and adaptability to change.
•    Effective Time management skills.
•    Ethical behavior/ Honesty, Integrity and reliability
•    Teamwork 
•    Leadership skills
•    Emotional Intelligence
•    Ability to motivate, drive, manage and assess – a drive for results 
•    Process thinking 
 

Competencies

•    Client Focus 
•    Drives results
•    Collaboration
•    Cultivates innovation
•    Flexibility and adaptability
•    Reporting and administration
•    Balances stakeholders
•    Financial processes